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Spare some time for fun? We did! Our wealth management team hit the bowling alley at King's with our families for a night of laughter (at my terrible bowling lol) and connection. Just as we strategize for your financial success, we know the value of a strong team and shared moments. Here's to knocking down pins and building up your future! Leave your best bowling pun in the comments! #Wealthgoals #Familynight #Dreamteam
As we're all getting ready for our July 4th cookouts, I can't help but sit here thinking about another kind of celebration - YOUR Financial Independence Day! Retirement might not come with fireworks, but it should come with confidence, clarity, and the freedom to live life on your terms. That's why it's so important to have the right team in place, doing regular financial checkups, ensuring you have enough, guiding you through Social Security and Medicare decisions, and adjusting strategies in real time - so you can celebrate your big moment exactly how and when you're hoping to. If you're not sure where you stand, or just want to make sure you're still on track, email me at nora.yousif@rbc.com - but not till later if you are the grill master. Nobody likes a charred burger! #RetirementPlanning #WealthStrategy #FireworksandFinances
Divorce is hard enough - don't let hidden assets make it harder. Join us on June 25th from 6-7:30 PM for a confidential online event hosted by Vesta's Boston Hub, designed to empower you with key financial insight during divorce. What to Expect: - How hidden assets & income are concealed - and uncovered - Real-world strategies using forensic accounting & business valuation - Guidance from professionals in Divorce Law and Finance - Tools to build a strong team and negotiate from a position of knowledge Whether it's cash, investments, or alternative investments, if it's part of the marital pot, it counts. We'll show you how to find it. Email me at nora.yousif@rbc.com to reserve your spot and submit your questions for our live Q&A! #HiddenAssets #DivorceFinance #KnowledgeIsPower